How big is Newvale Captial LLC's plan?

Newvale Captial LLC's plan reported $65K in assets and 5 participants for 2024.

Original filing (PDF)20250702121332NAL0013670609001

Newvale Captial LLC

Name: Newvale Captial LLC — Newvale Capital GP LLC 401(k), Form 5500 (2024)
Creator: Newvale Captial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newvale Capital GP LLC 401(k) Plan

401(k) retirement plan · Newvale Captial LLC's Newvale Capital GP LLC 401(k) Plan held $65K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Andra Stene signed Newvale Captial LLC's 2024 Form 5500 as plan administrator.

Andra Stene — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newvale Captial LLC's EIN is 87-2769560.

EIN 87-2769560

Plan number 001

Plan year 2024

ACK ID 20250702121332NAL0013670609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newvale Captial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newvale Captial LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWVALE CAPTIAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score